Apple Inc. $AAPL Shares Sold by Net Worth Advisory Group

January 3, 2026

Net Worth Advisory Group reduced its stake in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 73.7% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 13,212 shares of the iPhone maker’s stock after selling 37,084 shares during the quarter. Apple comprises approximately 1.0% of Net Worth Advisory Group’s portfolio, making the stock its 15th largest holding. Net Worth Advisory Group’s holdings in Apple were worth $3,364,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Capstone Wealth Management LLC grew its stake in Apple by 0.5% during the 3rd quarter. Capstone Wealth Management LLC now owns 8,537 shares of the iPhone maker’s stock worth $2,174,000 after buying an additional 42 shares during the last quarter. Baker Boyer National Bank grew its position in shares of Apple by 0.3% during the second quarter. Baker Boyer National Bank now owns 18,011 shares of the iPhone maker’s stock worth $3,695,000 after acquiring an additional 47 shares during the last quarter. Beddow Capital Management Inc. increased its holdings in shares of Apple by 1.8% in the 2nd quarter. Beddow Capital Management Inc. now owns 2,597 shares of the iPhone maker’s stock valued at $533,000 after acquiring an additional 47 shares during the period. Red Tortoise LLC increased its holdings in shares of Apple by 0.9% in the 2nd quarter. Red Tortoise LLC now owns 5,717 shares of the iPhone maker’s stock valued at $1,173,000 after acquiring an additional 49 shares during the period. Finally, SigFig Wealth Management LLC raised its position in Apple by 2.8% in the 2nd quarter. SigFig Wealth Management LLC now owns 1,830 shares of the iPhone maker’s stock valued at $368,000 after purchasing an additional 50 shares during the last quarter. 67.73% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Apple

In other Apple news, insider Chris Kondo sold 3,752 shares of the company’s stock in a transaction dated Friday, November 7th. The shares were sold at an average price of $271.23, for a total transaction of $1,017,654.96. Following the transaction, the insider directly owned 15,098 shares in the company, valued at approximately $4,095,030.54. This represents a 19.90% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CFO Kevan Parekh sold 4,199 shares of Apple stock in a transaction that occurred on Thursday, October 16th. The shares were sold at an average price of $247.39, for a total transaction of $1,038,790.61. Following the sale, the chief financial officer owned 8,765 shares of the company’s stock, valued at approximately $2,168,373.35. The trade was a 32.39% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.06% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on the stock. Wells Fargo & Company set a $300.00 price objective on shares of Apple and gave the stock an “overweight” rating in a research report on Friday, October 31st. The Goldman Sachs Group reissued a “buy” rating on shares of Apple in a report on Wednesday, December 3rd. Wedbush set a $350.00 price target on Apple and gave the company an “outperform” rating in a research report on Monday, December 8th. Melius increased their price objective on Apple from $290.00 to $345.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Apple in a research note on Monday. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $283.92.

Read Our Latest Stock Analysis on AAPL

Key Apple News

Here are the key news stories impacting Apple this week:

Positive Sentiment: OpenAI CEO Sam Altman publicly naming Apple as a long‑term rival in AI underscores investor interest in Apple’s AI roadmap and ecosystem positioning — a potential tailwind for Services and device differentiation. Why Sam Altman Sees Apple (AAPL) as the Real Rival to ChatGPT
Positive Sentiment: Rumors that the AirPods Pro 3 could gain infrared cameras suggest faster hardware refreshes and new features for wearables — a boost to Apple’s product-cycle narrative and Services monetization potential. Apple’s (AAPL) AirPods Pro 3 May Soon Get Infrared Cameras
Positive Sentiment: Earnings previews point to continued margin expansion and a projected high‑single‑digit rise in profitability for the upcoming quarter — supportive of near‑term earnings expectations. Apple Earnings Preview: What to Expect
Neutral Sentiment: Corporate governance update — Apple appointed Ben Borders as Principal Accounting Officer. Routine leadership changes can slightly reassure on controls but are unlikely to move valuation materially. Apple appoints Ben Borders as principal accounting officer
Neutral Sentiment: General market commentary and search interest pieces (e.g., Benzinga lists) show continued retail attention on AAPL but don’t imply immediate fundamental change. EXCLUSIVE: December’s 12 Most-Searched Tickers On Benzinga Pro – Where Do Tesla, Micron, Apple Stock Rank
Negative Sentiment: Multiple reports say Apple has cut Vision Pro production and pulled back marketing after weaker‑than‑expected demand. That reduces near‑term hardware revenue upside and raises questions on the timing of returns from spatial‑computing investments. Apple cuts Vision Pro production and marketing after weak sales
Negative Sentiment: Raymond James resumed coverage but moved to a market‑perform (neutral) rating, explicitly flagging limited upside given current valuation — a sentiment that can temper momentum and institutional buying. Raymond James resumes Apple coverage, flags limited upside at current valuation
Negative Sentiment: Opinion pieces and a multi‑factor analysis (Forbes and others) suggesting reduced exposure highlight valuation risk — investors may trim positions if they believe upside is capped relative to premium multiples. Is It Time To Reduce Exposure To Apple Stock?

Apple Stock Down 0.3%

AAPL opened at $271.01 on Friday. The company has a debt-to-equity ratio of 1.06, a current ratio of 0.89 and a quick ratio of 0.86. Apple Inc. has a 12 month low of $169.21 and a 12 month high of $288.62. The stock has a market capitalization of $4.00 trillion, a P/E ratio of 36.28, a P/E/G ratio of 2.54 and a beta of 1.09. The business has a 50 day simple moving average of $273.66 and a 200-day simple moving average of $244.29.

Apple (NASDAQ:AAPL – Get Free Report) last released its quarterly earnings data on Thursday, October 30th. The iPhone maker reported $1.85 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.74 by $0.11. The firm had revenue of $102.47 billion during the quarter, compared to analysts’ expectations of $101.65 billion. Apple had a return on equity of 164.05% and a net margin of 26.92%.Apple’s revenue was up 8.7% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.64 earnings per share. On average, equities analysts anticipate that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, November 13th. Investors of record on Monday, November 10th were paid a $0.26 dividend. The ex-dividend date was Monday, November 10th. This represents a $1.04 annualized dividend and a dividend yield of 0.4%. Apple’s dividend payout ratio (DPR) is 13.92%.

About Apple

(Free Report)

Apple Inc NASDAQ: AAPL is a multinational technology company headquartered in Cupertino, California, founded in 1976 by Steve Jobs, Steve Wozniak and Ronald Wayne. The company designs, develops and sells consumer electronics, software and services. Over its history Apple has evolved from personal computers to a broad portfolio that spans mobile devices, wearables, home entertainment and digital services.

Apple’s principal hardware products include the iPhone smartphone, iPad tablet, Mac personal computers, Apple Watch wearable devices and a range of accessories such as AirPods and HomePod.